Vanguard Intermediate-Term Bond ETF
818 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 390 increasing their positions, 256 reducing their positions, and 54 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 256
19% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 54
18% more call options, than puts
Call options by funds: $400K | Put options by funds: $339K
0% more funds holding in top 10
Funds holding in top 10: 93 → 93 (0)
0% less funds holding
Funds holding: 822 → 818 (-4)
5% less capital invested
Capital invested by funds: $11.4B → $10.9B (-$553M)
6.03% less ownership
Funds ownership: 68.17% → 62.14% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$53.8M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$39.3M |
| 3 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$37.8M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$37.5M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$399M |
| 2 |
Goldman Sachs
New York
|
-$290M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$114M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.6M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$33.4M |
BIV Hedge Fund Activity: Q1 2024 in Review
818 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2024, worth a combined $10.9B — down 4.8% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new BIV positions and 54 closed out — a net gain of 10 holders — while 390 added to existing stakes and 256 trimmed.
The largest buyer was True Link Financial Advisors, adding an estimated $53.8M. The largest seller was Morgan Stanley, cutting an estimated $399M.
- 818 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2024, down from 822 in Q4 2023.
- Funds reported $10.9B of Vanguard Intermediate-Term Bond ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
- 64 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2024 and 54 closed out, a net change of +10 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2024 was True Link Financial Advisors, an estimated $53.8M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $399M sold.
Based on aggregated 13F filings for Q1 2024.